Fiscal stimulus would be a market shock

Any unified fiscal stimulus in developed economies has the potential to change investors’ mindsets

The bizarre logic at play in markets

Slumbering interest rates coexist with peak share prices

Time for a new model pension fund rescue

Whether benefits or contributions are defined, it is vital to find a new model for retirement incomes

The experts who failed the Brexit test

Most embarrassed by recent events are prediction markets

Brexit: A Long View of a new Black Friday

Central banks cannot take market moves like this lying down

Market fears run deeper than Brexit vote

Many reliable measures of anxiety and risk-aversion show investors alarmed or braced for a crisis

Fed on sidelines should let risk run free

Central bank on the sidelines will keep the dollar at bay for investors chasing performance

Equities in pole position if fears ease

Bold investors should look to Europe and Japan despite Brexit jitters

Equities accentuate the positive for May

Feelgood factor starts to spread after robust US housing data provide a boost

Markets resume ‘tortured dance’ with Fed

Dollar to set the tone as traders retune rate expectations

Crude soothsayers should recall Peak Oil

Oil market’s ‘grand narratives’ often end as cautionary tales

Lack of conviction reflects negative mood

Swift recovery for risk markets since February shows sign of reversal

Stock market’s sweetspot threatened

The prospect of lower returns on equities creates real dangers for retirement plans

The four puzzling questions for markets

There is a lot built on the edifice of a cheap oil price. Just ask bond and equity investors, writes John Authers

The drama’s not over for Argentina

Inflation hampers efforts at deeper structural reform

Constraint of yen looms large for markets

Chance that Japan will weaken the currency again looks strong

Oil and US earnings matter for investors

Lack of confidence shows itself in collapsing profits forecasts

Smart beta not quite as clever as billed

Cheap stocks that outperform attract buyers and then the moment is gone

Calm after the first-quarter storms

Volatility abates and US stocks go back to being overpriced

Investors focus on central banks’ limits

QE ‘wealth effect’ has never had much consequence, give or take tantalising signs of growth in US

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